Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,972 | $167,353-89.9% | $143,797-88.2% | $134,545-87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.76% | 0.48%-18.2pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $3,155 | $5,620-43.9% | $4,952-36.3% | $4,742-33.5% |
| Participant deferral / active EE | $358 | $6,447-94.4% | $5,638-93.7% | $6,401-94.4% |
| Admin fee / account holder | $269 | $18,096-98.5% | $14,679-98.2% | $11,431-97.6% |